If your year-end to-do list is already spilling into January, where do you start?

In this solo episode of the Playbook AI Partners Podcast, Sandy Kibling shares four simple AI plays for business owners who want to wrap up the year with a clearer plan. You’ll hear how to sort unfinished tasks, spot wins you might have overlooked, draft follow-ups that sound like you, and save a prompt you can use again.

Sandy walks through her P.L.A.Y. method so you can pick one problem, map out how to tackle it, bring in AI where it helps, and measure the result.

She also previews The Huddle’s January automation camp and March revenue calculator camp, and shares how to join her free year-end planning webinar on December 9, 2026 at 10 a.m. Mountain Time.

Listen for a prompt you can put to work before your next planning session.

Resources:

Playbook AI Partners

Free Webinar: From Year-End Overwhelm….To Finish Strong & Start January 2027 Ready

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If your sales emails are getting ignored, what happens when AI helps you send even more of them?

In this episode of Playbook AI Partners, I talk with Francis Bero, VP of AI Strategy at HG Insights, about why better outreach starts before you write a single line. If you’re a business owner or sales leader wondering where AI fits, we break down the decisions that make an email worth sending.

Francis walks through the work behind a good sales email, from researching the prospect to identifying a likely problem and showing how you can help.

He shares his $5 vs. $500 test for deciding which steps AI can handle and where human judgment belongs. We also explore how sales and marketing can use the same customer research to agree on who to reach and why.

Key Takeaways:

1. Break down the work behind the email. Research the prospect, identify a likely problem, connect it to your offer, and find something that backs up your claim.
2. Use the $5 vs. $500 test. If a step feels like a $5 task to outsource, it may be a candidate for AI. If you’d pay $500 for someone’s expertise, keep a person involved.
3. Give AI context tied to the decision. Start with what you need to learn or decide, then provide the relevant information and review what the AI produces.

Resources:

HG Insights

Playbook AI Partners

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Free Webinar: From Year-End Overwhelm to Finish Strong & Start January 2027 Ready - December 9, 2026

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Buying or selling a home can feel like managing a second job—chasing updates, coordinating professionals, and wondering what happens next.

In this episode, Sandy Kibling sits down with entrepreneur Sheldon Wolf to explore his vision for a more connected real estate experience. Drawing on decades in real estate and technology, Sheldon explains why he believes improving the customer journey starts with bringing the scattered pieces together.

Sheldon introduces Chloe, the AI concierge behind his platform, Intellitary, and describes how she is designed to gather customer needs, help coordinate next steps, and connect people with screened real estate and financing professionals.

Sandy asks the questions consumers want answered about responsiveness, fees, trust, and human involvement.

Listen for a practical conversation about using AI to support service—and why personal connections still matter when the decision is this big.

3 Key Takeaways

1. Start with the customer’s journey. Sheldon’s approach focuses on connecting the steps between an initial inquiry and working with a professional.
2. Better questions support better handoffs. Gathering needs, timing, location, and financing status upfront gives professionals more context.
3. Human service still matters. Sheldon describes AI as a tool for coordinating information and connections, with people remaining part of the process.

Resources:

Sheldon Wolf - Website

Playbook AI Partners

Join our FB Community: AI Quick Win Club

Join Us In The Huddle - Live training and AI Tools You Can Use

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